Lumentum Holdings Inc. LITE
Technology · Communication Equipment · United States · S&P 500
Based on the available data, Lumentum Holdings Inc. gets an algorithmic score of 63/100. It trades at 973.49 $, with a bullish technical trend (RSI 57.3) and 97.6% annual volatility.
Updated: 2026-09-30
Open in the interactive tool →
Strengths
- Sustained revenue growth (19.5% compound annual).
- Low-debt balance sheet.
Weaknesses
- Low ROE (-240.0%).
- Thin net margin (-230.1%): vulnerable to costs.
- High beta (2.00): amplifies index moves.
Fundamentals
| Forward P/E | 28.03 |
| PEG | 0.63 |
| P/B | 18.57 |
| EV/EBITDA | 107.72 |
| P/S | 28.97 |
| ROE % | -240.03 |
| ROA % | 5.82 |
| Gross margin % | 44.24 |
| Operating margin % | 27.95 |
| Net margin % | -230.10 |
| Revenue growth % (y/y) | 109.30 |
| Revenue CAGR % | 19.48 |
| Debt/Equity % | 35.99 |
| Current ratio | 1.68 |
| FCF yield % | 0.34 |
| Dividend yield % | 0.00 |
| Payout % | 0.00 |
Returns
| 1 month | +8.8 % |
| 3 months | +13.4 % |
| 6 months | +48.7 % |
| YTD | +152.1 % |
| 1 year | +505.6 % |
| 3 years | +1,997.6 % |
| 5 years | +1,055.9 % |
Risk
| 1-year volatility | 97.6 % |
| Beta | 2.00 |
| 5-year max drawdown | -66.5 % |
| Sharpe 1A | 2.29 |
Macroeconomic context
Highly sensitive to interest rates (valued on future cash flows): rate cuts and falling bond yields help it. It depends on the corporate investment cycle (AI/cloud capex), the semiconductor supply chain (Taiwan/China) and the dollar (foreign revenue). As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.